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3G iPhone preview at WWDC, Release July 11 - Who, When Where, What, Why & how much

Interesting details in Infineon's 2007 Earning calls

This might have already have been mentioned elsewhere, but I thought it might be worth bringing up (it's a slow Easter).

Infineon's already got the baseband chip in the current iPHone. They've got a 7 year non-exclusive licence with Apple that covers 3G. Their chip that'd most likely upgrade their current baseband chip is the S-Gold (which was sampling in Feb 2006).
(The X-GOLDTM 608 = PMB 8878 = S-Gold 3H)

"The S-GOLD3H is the heart of Infineon's next-generation mobile multimedia platform, which is called MP-EH, supporting HSDPA data rates of up to 7.2Mbps. Other components of the MP-EH are a power management chip SM-Power3; an RF transceiver SMARTi 3GE; a six-band WCDMA and quad-band EDGE RF transceiver; a Bluemoon UniCellular chip for Bluetooth connectivity; an assisted GPS positioning single-chip named Hammerhead; and a WLAN low power chip dubbed Wildcard LP. The S-GOLD3H supports GSM, EDGE, GPRS and WCDMA cellular networks.


Infineon's Earnings calls
(courtesy of seekingalpha's transcripts. This may be >400 words, apologies)

The most interesting is from the most recent quarter, but I include the previous quarter also:

IFX F4Q07 (Qtr End 9/30/07) Earnings Call Nov 14 2007
(Remember statements from these calls may contain forward-looking statements based on current expectations or beliefs, as well as a number of assumptions about future investments. These statements and other statements are not historical facts, are subject to factors & uncertainties, many of which are outside Infineon's control, that could cause actual results to differ materially from those described in the forward-looking statements. You are cautioned that Infineon's actual results could differ materially from the results anticipated or projected in any of these forward-looking statements, and they should not put undue reliance on them.)

Didier Scemama - ABN Amro

You've said you've got design wins, but: do you think the 3G-baseband or 3G-platform business could be substantial in fiscal year '08 or is it more further in the fiscal year '09 timeframe?

Hermann Eul

You will see significant shipments in 2008 on the HSDPA platform.

Sandeep Deshpande - JP Morgan And finally regarding HSDPA, you've said before that you have multiple customers for your HSDPA chips. Do you start shipping, in volume, your HSDPA chips in the second half of this year and is it to multiple customers or does this -- the volume ramp off of your HSDPA chips happen in 2008?

Dr. Hermann Eul So, the big volumes will be the 2008, we are still working towards the ramp of the customer in this calendar year. We will see how that works, and customers decide on when they go to market with the product, but we are on track with our technology to support this deal in this year, and the volume here will be 2008.

Jim Fontanelli - Arete Research Jim Fontanelli, just a quick question on the EDGE market, I wondered how quick you see the overall EDGE market moving to single chip over the next 18 months?

Dr. Hermann Eul The tendency will be that the EDGE market becomes a single chip market. This is certainly something which does not completely happen over the next 18 months, but will be a process, let's say two years. Certainly I expect most of you know how fast customers change platforms, and platforms' lifetime is about two years. So that, I think, is a good guidance that the change may happen over the next two to three years.

We like to see it that way because our EDGE single chip solution is there, we are ahead of competition here, and we can also address for the customer a very effective and good cost performance point and so we believe that the trend goes there, and will be tailored into our business.

Jonathan Crossfield - Merrill Lynch

Okay. And then, just a follow-up in COM: A couple of your competitors have now announced for the single chip 3G solutions in the last month. Is that something that Infineon is also working towards? Or: do you think that 3G solutions will stay multi-chip for the time being?

Hermann Eul

You may have noticed that without making big announcements we were the first having a single chip in the market and already have a second generation of that device now shipping. We had the first single chip for EDGE available, so, I think: you can trust that we have the capabilities for doing the single chips right in the point in time. But, I think: you should rely on execution rather than on announcements.



The most recent Earnings call: IFX F1Q08 (Qtr. End 12/31/07)

http://seekingalpha.com/article/636...s-call-transcript?source=side_bar_transcripts

"I can announce today that we will begin shipments of our X-GOLD 208 90 nanometer base band formally called the s-Gold 3 to LG in the first half of 2008. In addition, we will begin shipments of our single-chip EDGE platform XMM 2060 into LG and also in the first half of 08. We are also looking forward to ramp...to the ramp of our HSDPA chipset in the coming months and we expect to start shipments of our GSM, GPRRS single-chip to Nokia in the summer.


... we expect to coming back to growth rates in the June quarter and onwards. So here we do see more positive outlook.

François Meunier - Cazenove

But exactly why I don't understand, because normally with LG shipping, I mean as more volume in the multi quarter and assuming will be customer, so what's weakest into their guidance for wireless?

Prof. Dr. Hermann Eul

So, we do have in wireless several customers and we see in the guidance of all the customers some weakness for this quarter. I can not comment on the guidance from a customer of us, but what our order entry is concerned, we do see a stronger weakness than the typical seasonal behavior that this situation as it is today. And I hope that your guidance, you've got from somebody else comes true.

Prof. Dr. Hermann Eul

So commenting on the Nokia question, the project is going on and what we can see from these project progress we have already given guidance when we believe the project can ramp into the market in the summer timeframe; that is what our guidance here would be; what we can do from the project focus. We also expected a few auto guidance in the first calendar year quarter, they do not happen. So for that reason, we said that the high end EDGE as well as single-chip EDGE ramp as well as the HSDP ramp will happen in the first half of this year.

Jonathan Crossfield - Merrill Lynch

And can you confirm whether those delays or anything to do with Infineon Technology or is that your customers decision to push out when they want those handsets to ramp up.

Prof. Dr. Hermann Eul - Member of the Management Board, Executive Vice President Head of Communication Solutions Business Group

The insight into customer ramp up plans is always somehow little bit limited. And also customers changing their plans making up for future sets and having different strategies. And usually they don't give us so deep inside. So here we have to just follow a customer's recommendation and customer plans.

Jonathan Crossfield - Merrill Lynch

Okay. And then just as a follow-up. Clearly, you've had good success on the 3G and EDGE design wins over the last year or so. Can you just say if you are making any further progress on this 3G and HSDPA beyond what you've talked about before?

Prof. Dr. Hermann Eul - Member of the Management Board, Executive Vice President Head of Communication Solutions Business Group

You will see that we will be announcing also next generation platform for HSDPA, HSUPA for the first half of this year. And as already mentioned the ramp up of the HSDPA platform we expect to happen in the first half of this calendar year. So I think this is good prediction and this will certainly be one...more than one customer ramping the HSDPA platform.

Prof. Dr. Hermann Eul - Member of the Management Board, Executive Vice President Head of Communication Solutions Business Group

I think so this is a good confirmation of our stand in 3G, the UMTS platform that we already shipping now for one and half year is also continuously shipping in Japan, success there is also quite nice. This delivers us a lot of stability in our capabilities of our 3G technology. So we believe that the HSDPA generation then will be quite stable as the UMTS that we currently ship.


My view: The conference call is clearly skirting around 3G chips and Apple.

Any thoughts? Is this reading too much into the call? No idea how to get an audio version if it exists, to hear any nuance.
 
t0mat0, thanks for the insight.... now HOPEFULLY Apple takes advantage of all this for the next iPhone version. :rolleyes:
 
iliketomac said:
t0mat0, thanks for the insight.... now HOPEFULLY Apple takes advantage of all this for the next iPhone version. :rolleyes:
Click to expand...

The stats for the Hammerhead II chip (I need to find out if Hammerhead is II on the Infineon chip)
The chip was co designed with Global Locate. Where did they go? Got acquired by Broadcomm, which is creating the rival baseband SoC chip to Infineons... (the chip is now the BCM4750) (Other options include the SiRFstarIII).

The Hammerhead II chip is optimized for mobile devices requiring high performance, low power and an extremely small footprint. The diminutive single-die chip measures only 3.7mm x 3.6mm x 0.6 mm, for a total footprint of less than 14 mm², resulting in the world’s smallest GPS receiver.
Cost ~£5 a chip in quantity (or less).
"The GPS feature can now be added to any mobile device with a total electronics bill-of-materials footprint of less than 50 mm². It can deliver sensitivity to -160 dBm and position fix times as fast as 1 second.

The Nokia N95 has A-GPS. But bear in mind sporting equipment - e.g. the Forerunner 305 - It could take 30 sec to several minutes getting a lock. This might kick it's ass...

Bluetooth Heart Rate monitor - and bang, you've got a Forerunner 405 competitor.

Could this explain why there have been no announcements or leaks regarding Apple - SatNav company tie ins? If Apple already has A-GPS in it's next chipset, all they'd need was the mapping software (And Google maps could do that (who's to know they haven't been in secret making a personal navigation program?))

The Hammerhead II chip is currently available in sampling quantities, with mass-production scheduled for February 2007. It's in the TomTom One I believe.

NB: It's an optional module, not integrated. Thus they could provide it as a differentiator to make a range of iPhones.
"Support of connectivity modules such as Bluetooth, WLAN, A-GPS, DVB-H, FM Radio, etc."

iPhone Pro - Now with FM Radio, A-GPS, DVB link to the Apple TV...

As another aside - Just reading about the Flip camcorder through tehe David Pogue article -
"It has snagged a whopping 13% of the camcorder market." & It's been the best-selling camcorder on Amazon.com since the day of its debut.

"What's going on here? Having finally lived with the Flip, I finally know the answer: it's a blast. It's always ready, always with you, always trustworthy. Instead of crippling this "camcorder," the simplicity elevates it. Comparisons with a real camcorder are nonsensical, because the Flip is something else altogether: it's the video equivalent of a Kodak point-and-shoot camera. It's the very definition of "less is more."

It has TV resolution (640x480 pixels, 30 fps with softer images than you'd get with a real camcorder.)

That kind of resolution comes from a forward facing cam on 3G mobiles these days.... Linking in to the ooh look what the US has to look forward to once it gets 3G thread.
 
Hello all. I just registered mainly to keep up with this thread for now. You all's information on all the chipsets coming and going facinates me.;)
 

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brian250 said:
The awful thing about 3G is many networks will not allow you to fall back on GPRS/EDGE, which they should do.
Click to expand...

Speaking from an AT&T 3G users perspective, my phone (Samsung SGH-A707) has always gracefully fallen back to EDGE if I leave 3G range. On top of that my connection speeds are really fast when in 3G areas. I'm really on the fence with this. I really want an iPhone, but I don't want to buy one if a 3G version is coming in the near future.

I was in an Apple Store last Friday playing with the iPhone and decided to turn off the WiFi to actually play with the EDGE network. It reminded me of being back in the dial-up days when accessing "normal" Web pages. My Samsung with Opera Mini could load these pages in about 1/4 of the time. iPhone-optimized pages worked pretty well, though. It would seem to me that 3G is a must for Japan and some other countries with no EDGE fallback.

Like many, I'm hanging on every rumor, but every time I walk into an Apple Store, the chances get better that I will walk out with an iPhone, 3G or not.
 
Will haptic tech be a differentiator between a new iPhone line up?
Immersion Corporation is the company I believe ( I need to recheck) that's helped Samsung announce the SCH-W420 (SPH-W4200) haptic touch-screen phone in South Korea (S. Korea hearts Samsung. Remember the bung stories of old?)
Just a thought. Front screen cam, higher cam res, haptic sense. Any more potential differentiators?
In terms of dates, maybe a Apple sized shed load order of touch screens/haptic tech will be leaked sometime?
 
So now there's a rumour from an analyst. 3G is on baby!

iPod Observer:

"Apple may have ordered a second round of 10 million iPhones based on the 3G network, according to Gartner analyst Ken Dulaney. Mr. Dulaney, who follows the iPhone for the research firm, based that on rumors he's become aware of in Asia.

In a phone interview, Mr. Dulaney told the iPod Observer that he believes Apple has ordered a second round, amounting to 10 million more units, based on what he's heard in Asian circles. This is in addition to the ten million first generation iPhones that Apple has said it will sell by the end of 2008.

Mr. Dulaney also speculated that that the so-called 3G iPhone will use an Organic Light Emitting Diode (OLED) display in the new iPhone. That would lead to a thinner phone and lower power consumption.

It was also surmised by Mr. Dulaney that Apple didn't do as well as it expected in Europe with the 2.7G/EDGE network phone, hence the big movement to the 3G network iPhone."

Infineon's Earnings calls might be right/tie in with this after all.

Pity the page 1 rumour had to use the Front facing iPhone rumour (that was beliieved wrong and erroneous when put up :( )

More as I can find :)

Gartner Research & Ken Dulaney
Gartner was involved in the rather large reversal (though in a way fair reversal) of opinion

7/2/2007

Question: Is the iPhone enterprise-ready?
Dulaney: I think the bottom line is that it is a tremendous innovation on the consumer side. In the business sector there are other issues that come up that need to be investigated. Will work in a business context? It is not considered to be [business-ready] by us. The security is weak. Their VPN is PPTP, which is outmoded today and vulnerable. Many people go with SSL or IPSec which are much better. The method of accessing Exchange is pretty rudimentary. It uses IMAP or an Outlook Web access front end to get to Exchange. Most companies do not want to get into email that way. In fact, the Outlook Web access front end most often is encapsulated in something that Apple does not offer support for. Users may have to redirect to the ISP where it synchs up with email. Enterprises will be concerned about that because it puts email in an unsecured location. Also, Apple is making users sign up for an iTunes account. The question is whether that is something corporations want to do.

Question: It sounds like they are paying little attention to the enterprise and bypassing, at least now, a potentially lucrative market.
Dulaney: Frankly I will tell you if I was making a phone today I would not give a damn about business because the consumer market is far bigger. If they want to get into enterprise, they have to create a different model with different characteristics. One of the reasons MACs are not accepted is because [companies] always insist on disaster recovery. If HP goes belly up, they want to be able to go to Dell, etc. They want their phones arrangements to be structured in the same way. There is not that option here. It's a perennial Achilles' heel for Apple. Corporations like its products, but won't deploy them if they don't feel safe.

Question: So what are you telling your clients?
Dulaney: What we do is start off with a framework. There are three support levels. One is the platform level. That means when you buy the device and put apps on it, you can do pretty much what you want to do, like on a PC or notebook. Apple is not in that class yet. The second level is the appliance level. That is narrowed down to email, browsing, telephony, PIM. You need an email gateway to RIM, Good Technology, etc. They have not announced that, but they could probably get into that in the next six months or year. The third level the concierge level. If, say, a company is forced to support something by the CEO, then they can provide the concierge level. It's like a hotel: You hire people to do the work. It's expensive but they do it for you. Today we say that the iPhone is at the concierge level.

[I'd say with the SDk they're at Level 1 ;) ]

Question: What does this mean at the practical level?
Dulaney: When someone calls IT to get help on iPhone, they should not take that call because it is not something they can take on today. If IT responds it's implied that they are making sure it's secure, manageable, etc. You can't promise that with the iPhone today.

Question: What about the future?
Dulaney: What we said in the note is that IT should get the device and start to use it. [If it gains appliance level status] at some point in time, IT will have to figure out what to do.

Question: For it to change levels, would Apple have to take any steps?
Dulaney: Apple would have to cooperate to make available tools these companies need to put on their gateways and test. I don't see any scenario where they reach the platform level. [They could aim at the appliance level, so] we are telling companies to keep abreast. That means answer questions on how to link to e-mail, etc.

Question: What about the iTunes requirement. It seems unlikely businesses would go for that. Do you think Apple would drop it?
Dulaney: They might depend on how badly they want to get into the business. They don't tell anyone anything. What they basically want us to do is try to interpolate facts, and come back to them and enable them to say you're wrong. It makes it difficult when everything is kept so secret. The inclination of humans to speculate, and they can say no, that's wrong.
http://www.itbusinessedge.com/item/?ci=30495

Also: "That's one reason that Avi Greengart, principal analyst for mobile devices at Current Analysis, also thinks the iPhone won't be a good option for enterprise customers. Apple has said that the iPhone will run on an OS X-based operating system and told Greengart that businesses won't be able to write applications for the phone, he said. "Companies like to extend corporate apps to the mobile space and in order to do that you need an open OS," he said. Mobile operating system developers like Windows, Symbian and BlackBerry enable third parties to write applications based on their software."
18 March 2008 They changed their tune:
"Gartner Changes Its Enterprise iPhone Recommendations"
In what can only be described as a stunning reversal, Gartner research now says the iPhone will be great for business users once the 2.0 firmware is released.

According to InfoWorld, Ken Dulaney, vice president and senior analyst at Gartner research said, “the release of firmware 2.0 changes that, enabling enterprises to develop local code and create applications that do not depend on network capabilities.”

"Before, it said the iPhone wasn’t business-friendly, but today, the firm grants it “appliance-level” status, meaning that with the upcoming enterprise-friendly iPhone 2.0 update, it’ll officially be safe enough—and functional enough—for hardcore suit-wearers.
"By licensing Exchange ActiveSync and exposing its basic security policies, enterprises can provide sufficient security for iPhone during Exchange personal information manager and e-mail use," said Dulaney.
We journalists tend to think of Gartner as a good place for stats and opinions, but IT honchos look to the company for guidance on how to spend their multimillion-dollar budgets. In this case, Gartner explains its decision in terms that IT buyers will appreciate: blockquote Appliance-level status permits the iPhone to be used for PIM, e-mail, telephony and browsing applications. It also permits the device to be used for other dedicated functions where the software is supplied by a third party, functionality is kept to a restricted set, the software supplier offers support for a backup platform and IT development resources are not needed to program custom code locally residing on the device.

But this here’s the deathblow, dealt by Gartner vice president and distinguished analyst Ken Dulaney:

The iPhone will thus match up initially in several segments against its main smartphone competitors—BlackBerry, Windows Mobile and Symbian Series 60"

"The CrackPhone's gonna take on the CrackBerry :)
Dulaney:
www.gartner.com/AnalystBiography?authorId=3855
Ken is Gartner's VP so he should know something about phones :)
He's a research in field including Mobile & Wireless
Deloitte and Touche, Senior Analyst, 3 years
Recognized by Adweek magazine in 2002 as one of the top 20 technology industry analysts.
B.S., industrial engineering, Northwestern University
Completed post-graduate courses in industrial engineering at the University of Michigan
16 years at Gartner, 36 years IT industry


OLED info

The First OLED Phone To Hit US Stores -Nokia 6215i: Sep 6 2006
The Frist OLED Phone - BenQ-Siemens S88,
Brighter colours
Use less energy than LED
Better contrast ratios
Better viewing angle (Nearly 180 degrees with a competely symmetrical cone)
Brightness, contrast and colour balance doesn’t change with viewing angle (as the OLED is an inherently emissive display so there is no light being manipulated through the depths of the display)
OLED displays require no backlighting
Fast switching / refresh rates, which means they are good for video.
The best active-matrix models can display nearly 4x as many colours as equivalent-size LCDs can reproduce.
They're also thin !
 

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gadgetfreaky said:
So if this rumor is true and its launching very soon--which chip will they be using? Infineon?
Click to expand...

Most probably. Broadcomm might have it in the 3rd generation, but Intel will have closed the gap come 2009 with Menlow or equivalent. All Intel needs to do is get their mobile chips less powerhungry.
 
just saw this on iphoneworld.ca

Digg founder Kevin Rose, whose previous story you can read here, has posted an interesting update on Twitter.
It says: “another person confirming iPhone rumours w/me (high level VP at a big company that works w/Apple) - “it will ship in June w/3G and GPS” ”
 
parham55 said:
Digg founder Kevin Rose, whose previous story you can read here, has posted an interesting update on Twitter.
It says: “another person confirming iPhone rumours w/me (high level VP at a big company that works w/Apple) - “it will ship in June w/3G and GPS” ”
Click to expand...

anything else? I would imagine the next version of the iphone will have better camera capabilities as well... What do you think t0mat0?
 
Justinerator said:
anything else? I would imagine the next version of the iphone will have better camera capabilities as well... What do you think t0mat0?
Click to expand...

My main comment is on the Kevin Rose thread. Basically he made a shoddy video, with a clueless companion beside him.

He gave no backing, and he was simply reiterating a bland rumour, with no backing. He got the previous generation woefully wrong. Maybe Phil Schiller thought it wise to talk to him.

Doesn't really matter, as it's old news anyhow :D
June shipping, 3G and GPS is feasable, but not necessarily happening. When the next generation comes out it will definitely have 3G, and i see no reason why one version should not have GPS - As mentioned earlier - the chips cost a few dollars at the most. If you're buying 10 million? You're laughing at the bulk buy cost.
GPS isn't a deal breaker anyhow, as said above - if it's not inside, the SDK will sure as hell make it possible for an add on GPS dongle/GPS car charger that has GPS built in to work.

What I find interesting is the Nike info on the patent - either Nike have moved away from Apple, or they're still friends - hard to tell as Nike Plus has been mothballed it seems.. As speculated before, we could easily see Bluetooth Heart rate monitors to link in with a sport app through the iPhone - clearly Apple sees that the iPhone is ok in the gym, and the app potential is large. Choose your music by bpm, have a better version of the Nike Plus running info.
as said before, the iPhone now is seeing convergent rivals crop up - it could, with a decent GPS chip, rival the Forerunner or similar - You pop the iPhone in your backpack, and it could record position, or give directions like the Edge by Garmin. It could have SatNav potential. All sorts of things really.

The mark up of the dongle will probably be affected by whether someone can make a low cost app to drive it - the SiRF StarII or Hammerhead chips are cheap as chips and prototypes are knocked up already.

So GPS in some form & 3G definitely in the new iPHone, which i'd peg as say 50% ship in June, 25% announce in June, 25% ship July-August time at the moment.
 
Justinerator said:
anything else? I would imagine the next version of the iphone will have better camera capabilities as well... What do you think t0mat0?
Click to expand...

To be honest, I'd much rather have a 5+ megapixel camera added with maybe 3-5x optical zoom and video capabilities than built in gps.

I like tOmatO's idea with having a gps 'dongle'. I think built in gps would make the iphone more thick than people like and would drain the battery very quickly. A dongle with its own dedicated power source, maybe a docking charge station or maybe even a couple AA's would be better IMHO.

=P
 
IndyJonez said:
To be honest, I'd much rather have a 5+ megapixel camera added with maybe 3-5x optical zoom and video capabilities than built in gps.

I like tOmatO's idea with having a gps 'dongle'. I think built in gps would make the iphone more thick than people like and would drain the battery very quickly. A dongle with its own dedicated power source, maybe a docking charge station or maybe even a couple AA's would be better IMHO.

=P
Click to expand...
Well everyone wants different things in their phone. I'd prefer GPS just cuz I get lost easy and it's easier to include than a big camera.

But the reports today now are Gartner is backing away from their comments ...Boy Gartner has really deteriorated. Kind of a bad call.
 
I'm definitely thinking we'll see a 3G iPhone this June with the release of the iPhone SDK. With the new Apps to download and use, it only makes sense to do that on your new 3G driven phone.
 
Monkaaay said:
I'm definitely thinking we'll see a 3G iPhone this June with the release of the iPhone SDK. With the new Apps to download and use, it only makes sense to do that on your new 3G driven phone.
Click to expand...

I agree. It just seems like common sense.

My Prediction:

WWDC iPhone v2 announcement
3G
Front Camera under glass like the proximity sensor
Possibly GPS
New Design
Newly done interface - based off same iPhone OS but different look

What do you guys think?
 
I've worked for companies selling multi-thousand dollar items, who left off an LED simply because it added a dollar to the cost at the time. Every penny counts.

In other words, just because a chip (say, GPS) costs a tiny amount or not, that's not what matters. What matters to Apple is whether or not they think it will cause enough extra sales.

It's the same reason they left off 3G to begin with. They simply figured they could sell enough without it. (Again, if they'd gone with Verizon, the phone would've had a 3G version to start with.)
 
There are a lot of reasons for / against why apple did it. But one thing for sure is that the iPhone Pro should have it and GPS.
 
A quick update

So
- Garner backtracks and clarifies
- Bank or America gets up to the prediction plate.
- The Commercial Times reports Hon Hai is competing to make the next iPhone (via MarketWatch).

Gartner:
Gartner - last Thursday: Backtracking on Ken Dulaney's comments reported by the iPod Observer. Bob Hafner, Dulaney's boss disagrees with the original article.

Gartner doesn't know whether Apple has actually placed an order but believes it'll have 3G. No big shakes there. However, Gartner DOES expect OLED. Yay! (They are seriously cool - think about it - the screen is a vital part ofthe iPhone - so why not pimp it out?)

Bank of America
Apple is expected to launch a high-speed wireless version of iPhone in the second quarter and to produce as many as 8 million in 3Q. (Prediction in a research report about the phone from Bank of America analyst Scott Craig.)

"Our latest channel checks point to a significant production build of a 3G iPhone beginning in the month of June after a initial small build in May," he said in a note to clients.

Craig expects production volume to be much higher than his previous estimates. He said Apple planned to build more than 3 million high-speed iPhones in May followed by more than 8 million in the third quarter of the year.

Craig, who had previously estimated 8 million iPhone units for the whole of 2008, said that was starting to look conservative unless some of the plans were pushed back.

Current Analysis analyst Avi Greengart said that Apple would likely bring out its high-speed iPhone in June around the time it is expected to launch an upgrade to iPhone software.

Order already or bidding still?
Rumors are that there are already orders, others that there's still bidding.

Dow Jones reports that Hon Hai will produce the second generation of the iPhone, but get this the quote is that it's described as a "more advanced version" Wowa!! ;)

Would Apple go so far in preserving privacy, as to circumvent the need to file FCC documentation for the US version of the device by launching it outside the US first? Hehe. That or they put a small order out for demo models?

is competing to make Apple's new version of its third-generation iPhone, the Commercial Times reported Friday without citing sources.
If Hon Hai wins the order, it could ship an extra 10 million handsets a year, the Chinese-language paper said. It didn't name the other companies interested in Apple's order.
 
CreativeMac said:
I agree. It just seems like common sense.

My Prediction:

WWDC iPhone v2 announcement
3G
Front Camera under glass like the proximity sensor
Possibly GPS
New Design
Newly done interface - based off same iPhone OS but different look

What do you guys think?
Click to expand...

No iPhone 2 announcement
3G
Possibly 32gb or at least price cut on current models
Maybe GPS. Apple have shown interest with the "locate me" button, and it doesn't work too great (the crosshair was the size of the city I was in).
No redesign
No change to interface

3G would allow iPhone users to access the iTunes store away from Wifi connections which gives Apple a bigger market. I think this will coincide with the app store too.

TBH I just cant imagine anything big happening for the June release except maybe, maaaybbbe 3G and/or a price cut.
 
Skilgannon said:
I guess you also want Crysis to run on your iPhone?

Keeping it short you want:
-32 Gb;
-3G;
-Video-recording (I assume 5 Mp camera)
-And able to run PSP games.

A cellphone with 30 minutes of lifetime, wow.




About the 3G only coming out in Q3 2008, it is an almost proved rumor that the iPhone will reach the Portuguese market this March and we don't have EDGE either... we have ony 3G and GPRS.
Click to expand...

Wow, I agree. What planet did he say he was from? These are about as unrealistic as I have read on this forum.:confused:
 
ZodiacfreaK said:
There are a lot of reasons for / against why apple did it. (no 3G in first model) But one thing for sure is that the iPhone Pro should have it and GPS.
Click to expand...

I agree. But again, everything's about cost versus sale-ability.

So the reason I think they'll have GPS, is because 3G alone won't be enough to make it highly desirable as an upgrade to many people. Neither will an OLED screen... unless it increases the battery life quite a lot.

So they'll need to spice up the offering with GPS or perhaps a forward-facing camera for video calls, or both.

Video ... hard to tell. Although ATT offers one-way video calls and incoming TV shows on other phones, I'm not sure they'd love their network being crammed wtih iPhone owners video'ing each other :eek:

Google is really into location based services. So they would press for GPS. Plus it probably would give Apple more income due to kickbacks for searches.
 
t0mat0 said:
"Support of connectivity modules such as Bluetooth, WLAN, A-GPS, DVB-H, FM Radio, etc."
iPhone Pro - Now with FM Radio, A-GPS, DVB link to the Apple TV...
Click to expand...
The main problem with terrestrial radio is that there are so many standards to implement if you want it to work anywhere in the world: FM, DAB, DAB+, DRM+, FMeXtra, HD Radio, DVB-T. And that's only VHF and L band, it does not even include SW/MW/LW services.

Terrestrial TV isn't better: DVB-T, DVB-H, DMB, ISDB-T, 1seg, ATSC. (At least, you can probably forget about the analogue formats PAL, NTSC, SECAM.)
 
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